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HomeMy WebLinkAbout02-04-131505610105 REV-1500 EX (az-11) (FI) 11; ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Coun Code Year File Number Bureau of Individual Taxes "'~"n'"`".`FaE~t"°` ~' PO Box 28o6oi INHERITANCE TAX RETURN _ Harrisburg, PA 1']128-0601 RESIDENT DECEDENT ~ 1 (~ C~5~~ ENTER Di_CEUENT INFORMATION BELOW Social 5ecurty Nurnbf=r Date of Death MMDDYYYY Date of Birth MMDDYYYY 05/05/2012 11 /17/1916 Decedent's Last Name Suffix Decedent's First Name MI WICKWI':E RHODA C (If Applicable) Enter Surviving Spouse's Information Below Spouse's L<ISt Name Suffix Spouse's First Name MI Spouses Svcial Security Number -THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ ? Original Ret;am O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) C~ ~'t. iii .ited Estate: O 4a. Future Interest Com romise date of P ( O 5. Federal Estate Tax Return Required death after 12-12-82) ~ E. '_~eceaunt Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Att,.ICh Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) _ Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPOMDENT - THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Nan~u Daytime Telephone Number WI: airn L. Grubb, Esq. (717) 763-5580 ' r.:. R©ISTER OK-WILLS ~1LY ~ First Line of Address ~ ~ ~ GI7 ~ ,~„~ 3803 Ge~:ysburg Road ~ r" ~ m _` '~~;~ ~, s~~~ I Second Line of Address ;:`:`~ c~ ~`' ----r ~ .~ .e C :;y or ~.;s Office State ZIP Code °; .;'a _} ;.:. .~ DATE FILEQ Camp ;;i!i PA 17011 " . ~-~ :{ ' µ'~ Correspondent's a-mail address: grUbblBW(C7aOLCOfT1 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tru , ,~r>~r_>ct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ._._ SI NA~-!F f~~ RES'PONSI E FOR FILING RETURN DA E ADiDRESS ~~ AQD~SS ~~ ~ PLEASE ~~ ~~ t ~~! ~ °7d11 ORIGINAL FORM ONLY Side 1 1SQS610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Nance: RHODA C. WICKVVIRE Decedent's Social Security Number RE CAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1, 2. Stocks and Bonds (Schedule B) ...........................:........ ... 2. 3. Chs,ay Heid Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages anci Notes Receivable (Schedule D} ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 315,673.91 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos 1"ransfers & Miscellaneous Non-Probate Property (Schedule G; O Separate Billing Requested..... ... 7. $. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 315,673.91 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 12,529.31 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 9,760.05 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 22,289.36 12. Net Value of Estate (Line 8 minus Line 11) .:. . ........................ .. 12. 293,384.55 13. Cr~- ;ritable and Governmental Bequests/Sec 9113 Trusts for which an.e action to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 293,384.55 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. amount of Line 14 taxable at lineal rate X .0 45 293,384.55 1g, 17. Amount of Line 14 taxable at sibling rate 7; .12 17 18. : ~ rrn: unt of Lirte 14 taxable at ccdlateral rate X .15 18 19. TAX DUE .... .................................................. ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 13,202.30 13,202.30 -_ REV-1500 EX (FI} Page 3 File Number Decedent's Complete Address: RHODA C. WICKWIRF STREETADDRESS 100 Mt. Allen Drive _..-. -__ STATE _ ____._. ~ ZIP Mechanicsburg PA ~ 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 13,202.30 2. CreditslP,~yrn~~s A. Prior ?aymen~s 12,000.00 _...._ _ B. Discount 6.31.56 Total Credits (A + g) (2) 12,631.56 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 570.74 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ......................................... ^ ................................................. b. retain the right to designate who shall use the property transferred or its income ............................................ ^ c. retain a :reversionary interest ..............._............................:.........................................,...,. ^ .................................. d. receive the promise for life of either payments, benefits or care? ............................. . ... ^ ..................................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ ^ ................................................................................. 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ......................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995; the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) ('1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return: 2r still applicable even if the surviving spouse is the only beneficiary. For dates of d ~atii nil or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15o8 EX-f (cFi-iz) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIC~E,'~T DECEDENT ESTA > E ~?=: RHODA C. WICKWIRE FILE NUMBER: 21-12-0577 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER __ _ DESCRIPTION VALUE AT DATE OF DEATH 1. ~ Pennsylvania State Employees Credit Union, Savings Account No. 8215-01 date of death , 5.14 2. PSECU Checking Account No. 8215-04 , 5.70 ~ ° ~~CU Money Market Account No. 8215-07 , 2.82 4. ;PSECU Account No. 8215-54, Certificate Of Deposit, d.o.d. $51,537.45, accrued interest $97.65 51,635.10 5. Members 1st, Account No. 374830-00, Savings, .5.00 6. Members 1st, Account No. 374830-11, Checking, 1,381.74 ~_ ~'~;:c tubers 1st, Account No. 293936-05, Money Market, 231,835.08 g, Members 1st, Account No. 293936-00, Savings , 5.49 g, I I 1 Members 1st, Account No, 293936-52, Certificate of Deposit --- 30,797.84 TOTAL (Also enter on Line 5, Recapitulation) $ 315,673.91 SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY If more space is needed, use additional sheets of paper of the same size pennsylvania ~.~1 DERARTMENT OF REVENUE INHERITANCE TAX RETURN RESIbENT DECEDENT ESTATE OF RHODA C. V'.~{CKWIRE SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER 21-12-0577 _- Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• i FUNERAL Ek;PENSES: I' Prlalpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg, PA 17055 2,076.24 2 Virginia Nut Shop, 1107 Bridge Street, New Cumberland, PA 17070, funeral luncheon 90.00 s ( 'ti'Vegman's, 6416 Carlisle Pike, Mechanicsburg, PA 17050, funeral luncheon 906.87 a ~ ; stage and cards of thanks 16.20 e. Af~MINISTRATIVE COSTS: ].. i ersonal Representative Commissions: Name(s) of Personal Representative(s) Street Address Cit _ . Y _ _._..._._ _.._ _...._.. __ State ZIP ' Year(s) Commission Paid; _...... _ _ 2. ,Attorney Fees: -=amity Er:e•rptior: (If decedent's address is not the same as claimant's, attach explanation.) Ciaimant --- _ i Street Address City _ _ __._ _ __... _ _ State Relationship of Claimant to Decedent _ 4• probate Fees: 5• Accountant Fees; 6• Tax Return preparer Fees: ~• (' ~rlisle Seritinel, publication of Estate Notice Cumberland Law Journal, publication of Estate Notice 8, 788.56 ZIP 440.00 136.44 75.00 __ _ TOTAL (Also enter on Line 9, Recapitulation) I $ 12,529.31 If more space is needed, use additional sheets of paper of the same size. i pennsylvania DEPARTMENT 01= REVENUE INHERITANCE TAX RETURN RESIUEN7 DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS --- _ .._.,....,., ,,,~..,~ ~,.,,~~~~~~o~ ~~~~~~~ ui uie same size. ESTATE OF FILE NUMBER RHODA C. W;CKWIRE 21-12-0577 Report debts incurred by the decedent prior to death that remained unpaid at tha d~ro „f aes«~ :...~...,:__ ..___:__~_.__ .. REV-1513 EX+ (Ul-1.Oj ~ i~ Pennsylvania ~.~7 DEPARTMENT CF REVENUE INHERITANCE T,4X RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES t~lAlt U RHODA NUMBER I 1. 2 3 4 5 6 F: C. WICKWIRE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2),] Karen Respress, 709 Bond Place, Sarasota, FL 34232-5303 Paula Sylvester, 403 Orchard Lane, Mechanicsbueg, PA 17055 Gail Wickwire, 4 Nottingham Road, Camp Hill, PA 17011 Kris Wickwire., 797 Old Quaker Road, Lewisberry, PA 17339 Michele Wickwire, 1218 Capital Street, Harrisburg, PA 17102 LN. Peter Wickwire, Jr., 149 Blacksmith Road, Camp Hill, PA 17011 FILE NUMBER: 21-12-0577 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE daughter daughter daughter son daughter son 1/6 of R.R.&R. 1/6 of R.R.&R. 1/6 of R.R.&R. 1/6 of R.R.&R. 1/6 of R.R.&R. 1/6 of R.R.&R. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE D:STRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ If more space is needed; use additional sheets of paper of the same size. 0.00